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iShares Russell 2000 Value ETF
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Overview Fund Activity

943 hedge funds and large institutions have $9.1B invested in iShares Russell 2000 Value ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 274 increasing their positions, 355 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
-20
Holders Change %
-2.08%
% of All Funds
13.67%
Holding in Top 10
27
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20.59%
% of All Funds
0.39%
New
90
Increased
274
Reduced
355
Closed
93
Calls
$74.4M
Puts
$40.4M
Net Calls
+$34M
Net Calls Change
+$38.1M

Top Buyers

1
B
Bailard
California
$77.6M
2
Bank of America
Bank of America
North Carolina
$992M
3
M&T Bank
M&T Bank
New York
$145M
4
PMAM
Picton Mahoney Asset Management
Ontario, Canada
$51.6M
5
QC
Quadrature Capital
United Kingdom
$26.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$964M
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$0
3
APP
Avantax Planning Partners
Iowa
$13.8M
4
Twin Tree Management
Twin Tree Management
Texas
$0
5
AP
Advisors Preferred
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
426
Centennial Bank
Arkansas
$785K -$55.6K -350 -7%
ST
427
Sabal Trust
Florida
$784K -$55.6K -350 -7%
HCC
428
Hirtle Callaghan & Co
Pennsylvania
$782K -$23.3K -147 -3%
CFFP
429
Center for Financial Planning
Michigan
$775K – – –
CFB
430
Cullen/Frost Bankers
Texas
$774K -$34K -214 -4%
RLWM
431
RF&L Wealth Management
Massachusetts
$773K +$794 +5 +0.1%
DI
432
Disciplined Investments
Oklahoma
$772K -$122K -769 -14%
GCM
433
Gables Capital Management
Florida
$770K – – –
FCM
434
Firestone Capital Management
Florida
$767K – – –
PWP
435
Perfromance Wealth Partners
Illinois
$765K -$56.5K -356 -7%
CPA
436
Cardiff Park Advisors
California
$762K -$318 -2 -0%
JWCA
437
J.W. Cole Advisors
Florida
$753K +$1.75K +11 +0.2%
WFS
438
Widmann Financial Services
Maryland
$744K -$10.3K -65 -1%
MFG
439
Magnus Financial Group
New York
$740K -$514K -3,237 -41%
SIMC
440
Squire Investment Management Company
Utah
$736K +$31.8K +200 +5%
FBFS
441
First Business Financial Services
Wisconsin
$731K – – –
UWPG
442
Ullmann Wealth Partners Group
Florida
$730K +$1.11K +7 +0.2%
SFC
443
Strategic Financial Concepts
Texas
$730K +$730K +4,596 New
GIS
444
Grayhawk Investment Strategies
Alberta, Canada
$729K – – –
TC
445
TownSquare Capital
Utah
$726K +$111K +702 +18%
PFM
446
Phillips Financial Management
Indiana
$725K – – –
BI
447
Berkeley Inc
Idaho
$725K -$36.5K -230 -5%
FLPIM
448
F.L. Putnam Investment Management
Massachusetts
$725K -$2.57M -16,159 -78%
SIA
449
Stegner Investment Associates
Kentucky
$724K -$58.6K -369 -7%
GPA
450
Guidance Point Advisors
Massachusetts
$719K +$2.86K +18 +0.4%
16 17
18
19 20